Meeder Wealth Management Revenue

Investment Management • • 1-10 Employees

Meeder Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Meeder Wealth Management

Mike Saraullo

Vice President

Company overview

Headquarters	XX
Websites	meederwealth.com meeder-wealth.com
NAICS	5231
Employees	1-10

Meeder Wealth Management Email Formats

Meeder Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@meeder-wealth.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@meeder-wealth.com	66.7%
{first initial}{last name}	jdoe@meeder-wealth.com	33.3%

About Meeder Wealth Management

Meeder Wealth Management is an independent advisory firm that provides tailored investment solutions to help successful families and institutions achieve their financial goals and objectives. We employ a personal, planning-based approach, embrace an open architecture philosophy and provide a disciplined and structured investment process to pursue consistent, long-term outcomes regardless of market environments. Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Meeder Wealth Management (“Meeder”). The Summit Integrated Financial Planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Insurance may be offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We do not accept endorsements or recommendations.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Meeder Wealth Management has never raised funding before.

Frequently asked questions

Meeder Wealth Management is located in XX.

Meeder Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Meeder Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Meeder Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Meeder Wealth Management

Mike Saraullo

Vice President

4.8

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